BUSINESS
BSE: Buy this resilient business
We see BSE as a beneficiary of buoyant capital market conditions. The stock offers a unique value proposition making it a worthy buy.
BUSINESS
Centre’s bailout package: How should you trade sugar stocks now?
The government’s measures are likely to result in an increase in sugar prices and moderate the decline in profitability of mills, thus enabling timely payment to farmers. However, overall profitability outlook for the sugar sector remains weak for FY19.
BUSINESS
Sundaram Finance: A long term compounder
The demonstrated track record of stable and profitable growth across business cycles, established franchise with experienced senior management team, good overall asset quality makes Sundaram Finance a worthy inclusion in the portfolio.
BUSINESS
Indostar Capital: A reasonably priced long-term bet
Indostar reported a subdued yet healthy earnings, with above industry average RoA of 3.5 percent, supported by high margins and low credit cost
BUSINESS
GIC Re Q4 earnings: Subdued quarter; but long term buy
Being the leader in reinsurance in India, GIC Re has competitive strengths in the domestic market in terms of strong underwriting and actuarial capabilities.
